CIBC Private Wealth Group
FQAL icon

CIBC Private Wealth Group’s Fidelity Quality Factor ETF FQAL Stock Holding History

CIBC Private Wealth Group’s Portfolio FQAL Stock Details FQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$67.3K Hold
890
– – ﹤0.01% 1666
2025
Q3 		$66.5K Buy
890
+168
+23% +$12.1K ﹤0.01% 1667
2025
Q2 		$50.3K Buy
+722
New +$47.1K ﹤0.01% 1660
2024
Q2 		– Sell
-60
Closed -$3.52K – 3196
2024
Q1 		$3.52K Buy
+60
New +$3.37K ﹤0.01% 2604

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIBC Private Wealth Group's FQAL Position: Q4 2025 in Review

CIBC Private Wealth Group held its Fidelity Quality Factor ETF (FQAL) position steady in Q4 2025 at 890 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

CIBC Private Wealth Group first reported a position in FQAL in Q1 2024 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold FQAL as of Q4 2025.

  • CIBC Private Wealth Group held 890 shares of Fidelity Quality Factor ETF worth $67.3K as of Q4 2025.
  • CIBC Private Wealth Group left its Fidelity Quality Factor ETF share count unchanged in Q4 2025.
  • Fidelity Quality Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1666 holding.
  • CIBC Private Wealth Group first reported a position in Fidelity Quality Factor ETF in Q1 2024 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.